2023 Form 5500 filing — P.W. Gillibrand Company Tax-Deferred Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240522132228NAL0007535602001) for P.W. Gillibrand Company Tax-Deferred Savings Plan, reported by P.W. Gillibrand Co., Inc. under EIN 46-1570382 and plan number 003. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240522132228NAL0007535602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- P.W. Gillibrand Co., Inc.
- EIN
- 46-1570382
- Plan number
- 003
- Location
- Simi Valley, CA
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,640,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,640,598
- Employer contributions
- $881,357
- Participant contributions
- $1,382,115
- Total income / additions
- $5,073,621
- Benefits paid
- $864,826
- Administrative expenses
- $72,106
- Total expenses
- $954,081
- Net increase / (decrease)
- $4,119,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,106 | not reported in the loaded dataset |
| Ubs Financial Services Inc | ADVISOR | $30,000 | not reported in the loaded dataset |